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SFS
Sowell Financial Services’s
Zillow
Z
Stock Holding History
Sowell Financial Services’s Portfolio
Z Stock Details
Z Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-833
Closed
-$95K
–
2806
2021
Q1
$95K
Buy
833
+276
+50%
+$41K
﹤0.01%
1392
2020
Q4
$72K
Buy
557
+251
+82%
+$27.8K
﹤0.01%
1273
2020
Q3
$31K
Buy
306
+86
+39%
+$6.72K
﹤0.01%
1377
2020
Q2
$13K
Sell
220
-179
-45%
-$8.88K
﹤0.01%
1611
2020
Q1
$14K
Sell
399
-145
-27%
-$6.7K
﹤0.01%
1510
2019
Q4
$25K
Buy
544
+200
+58%
+$7.45K
﹤0.01%
1363
2019
Q3
$10K
Buy
+344
New
+$13.7K
﹤0.01%
1541
Other funds holding Z
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Caledonia Investments (Australia)
Sydney NSW, Australia
$3.44B AUM
20.03%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
AIM
ARK Investment Management
St. Petersburg, Florida
$12.9B AUM
64.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
SIM
SRS Investment Management
New York
$9.47B AUM
60.12%
1-Year Est. Return
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo, Japan
$154B AUM
29.96%
1-Year Est. Return
NAMA
Nikko Asset Management Americas
New York
$7.07B AUM
50.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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